See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $56,150 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,336 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,750 | $130,194-27.2% | $169,993-44.3% | $71,457+32.6% |
| Participation rate | 86.3% | 86.1%+0.1pp | 87.0%-0.7pp | 67.9%+18.3pp |
| Annual return | 21.45% | 20.37%+1.1pp | 53.37%-31.9pp | 28.85%-7.4pp |
| Employer contribution / active EE | $7,213 | $4,381+64.6% | $6,785+6.3% | $2,588+178.8% |
| Participant deferral / active EE | $16,154 | $6,923+133.3% | $10,408+55.2% | $4,289+276.7% |
| Admin fee / account holder | $329 | $966-65.9% | $12,815-97.4% | $1,587-79.3% |